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Nonprofiteer
← SOUTHWEST MICHIGAN FIRST CORPORATION

Form 990 for tax year 2022

Filed by SOUTHWEST MICHIGAN FIRST CORPORATION.

Totals

Total revenue
$5,452,905
Total expenses
$5,142,028
Contributions and grants received
$4,068,887
Grants paid
$273,006
Program service revenue
not reported
Investment income
not reported
Other revenue
not reported
Total assets, end of year
not reported
Total liabilities, end of year
not reported
Net assets or fund balances, end of year
not reported
Program services expenses (Part IX)
$3,053,339
Management and general expenses
$1,819,284
Fundraising expenses
$269,405
Program service expenses (Part III)
$3,053,339

Program services were 59.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • AARON ZEIGLER

    CHAIR

    Total calculated
    $0
    Hours/week
    1.3

  • JOE CEKOLA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.3

  • KELLY PRESTA

    VICE CHAIR

    Total calculated
    $0
    Hours/week
    1.3

  • MARK JONES

    SECRETARY

    Total calculated
    $0
    Hours/week
    1.3

  • TOM WEBB

    TREASURER

    Total calculated
    $0
    Hours/week
    1.3

  • DANIELLE MASON ANDERSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PETER BERGMANN

    DIRECTOR (PART YEAR)

    Total calculated
    $0
    Hours/week
    1

  • FRITZ BROWN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LYNN CHEN-ZHANG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMIE CLARK

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DANIEL COFFMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TROY CUVELIER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATT DAVIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG DOBSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JACK ENDRES

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES ESCAMILLA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JIM FELTCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BJORN GREEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AIMEE JACHYM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN HINKLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAN JAQUA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL JOHNSTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL A JONES SR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • IAN KENNEDY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TIM LEMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PATRICK LENNON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JAMES LIGGINS JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICH MACDONALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL MANNS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID MAURER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BRIAN MCDANIEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TODD MCDONALD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RUSS MCFEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL MCGEE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEN MILLER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MATT MOLITOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ED MONTGOMERY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KEVIN MURPHY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BEN NOBIS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • TG NULTY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JEFF O'BRIEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK OLSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG O'NIEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • BILL PARFET

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SHAWN PREMER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MIKE ROZEWICZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREG SALISBURY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRED SCHUBKEGEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GARY SCHULTZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARC SCHUPAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBB SMALLDON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHRISTINA STORER-MULHEARN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NANCY TURTLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • FRED UPTON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATALIE VALENTINE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHELLE VANTORRE-WERME

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MARK WELCH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SEAN WELSH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • PERRY WOLFE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NATE YOUNG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CARLA SONES

    PRESIDENT

    Total calculated
    $256,277
    From this org
    $221,913
    From related orgs
    $0
    Other
    $34,364
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    $221,379
    Bonus
    $0
    Other
    $534
    Deferred
    $11,289
    Nontaxable benefits
    $23,075
    Filer's total
    $256,277

  • JONAS PETERSON

    CHIEF EXECUTIVE OFFICER

    Total calculated
    $584,778
    From this org
    $484,603
    From related orgs
    $0
    Other
    $100,175
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $353,126
    Bonus
    $70,000
    Other
    $61,477
    Deferred
    $80,000
    Nontaxable benefits
    $20,175
    Filer's total
    $584,778

  • KIM WEISHAAR

    CHIEF FINANCIAL OFFICER

    Total calculated
    $209,533
    From this org
    $181,033
    From related orgs
    $0
    Other
    $28,500
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $180,672
    Bonus
    $0
    Other
    $361
    Deferred
    $9,189
    Nontaxable benefits
    $19,311
    Filer's total
    $209,533

  • JILL BLAND

    EXECUTIVE VICE PRESIDENT

    Total calculated
    $293,269
    From this org
    $255,754
    From related orgs
    $0
    Other
    $37,515
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $245,193
    Bonus
    $0
    Other
    $10,561
    Deferred
    $13,019
    Nontaxable benefits
    $24,496
    Filer's total
    $293,269

  • CLARENCE LLOYD

    VICE PRESIDENT

    Total calculated
    $137,437
    From this org
    $107,668
    From related orgs
    $0
    Other
    $29,769
    Hours/week
    40

  • ABBIE RUMERY

    VICE PRESIDENT

    Total calculated
    $147,872
    From this org
    $122,663
    From related orgs
    $0
    Other
    $25,209
    Hours/week
    40

  • CATHY KNAPP

    SENIOR DIRECTOR

    Total calculated
    $152,683
    From this org
    $116,369
    From related orgs
    $0
    Other
    $36,314
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $107,809
    Bonus
    $0
    Other
    $8,560
    Deferred
    $5,918
    Nontaxable benefits
    $30,396
    Filer's total
    $152,683

  • PETEY STEPHANAK

    SENIOR DIRECTOR

    Total calculated
    $169,404
    From this org
    $136,765
    From related orgs
    $0
    Other
    $32,639
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $130,981
    Bonus
    $0
    Other
    $5,784
    Deferred
    $7,011
    Nontaxable benefits
    $25,628
    Filer's total
    $169,404

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Health or social club dues or initiation fees
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 1A
ALL KEY EMPLOYEES LISTED ON FORM 990, PART VII RECEIVE THE HEALTH CLUB DUES BENEFIT. THIS IS TREATED AS TAXABLE COMPENSATION.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CONSULTANT CONNECT

    C · CONSULTING · MI · 100% owned · share of income $2,152,396 · share of assets $799,231 · controlled entity

    Directly controlled by SOUTHWEST MICHIGAN FIRST CORP

Provenance

Return type
form_990
Tax year
2022
Filed
27 June 2023
IRS schema version
2022v5.0
Source object
202301789349301375

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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